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Otis Worldwide
OTIS

Overview Fund Activity

1,215 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 415 reducing their positions, and 107 closing their positions.

Holders
1,215
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
415
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.29B
2
Norges Bank
2
Norges Bank
Norway
$650M
3
UBS Group
3
UBS Group
Switzerland
$260M
4
CF
4
Canoe Financial
Alberta, Canada
$95.7M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$67M

Top Sellers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$1.58M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.83B
3
Boston Partners
3
Boston Partners
Massachusetts
$2.69M
4
National Pension Service
4
National Pension Service
South Korea
$52.3M
5
PI
5
PineBridge Investments
New York
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
276
Orion Portfolio Solutions
Nebraska
$4.28M 46,183 -1,657 -3%
SC
277
Scotia Capital
Ontario, Canada
$4.27M 46,122 -152 -0.3%
WAS
278
Wesleyan Assurance Society
United Kingdom
$4.27M 46,100 -2,000 -4%
EW
279
Evoke Wealth
California
$4.26M 46,047 -2,260 -5%
LWCFA
280
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.26M 43,552 +91 +0.2%
SOADOR
281
State of Alaska Department of Revenue
Alaska
$4.22M 45,546 -9,520 -17%
EAMA
282
EFG Asset Management (Americas)
Florida
$4.22M 45,529 -27,175 -37%
BSC
283
Brown Shipley & Co
United Kingdom
$4.2M 45,395 -2,409 -5%
Mirae Asset Global ETFs Holdings
284
Mirae Asset Global ETFs Holdings
Hong Kong
$4.13M 44,572 +1,515 +4%
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$4.09M 44,165 +1,038 +2%
QCM
286
QRG Capital Management
Illinois
$4.08M 44,077 +3,139 +8%
CSIC
287
Clifford Swan Investment Counsel
California
$4.07M 43,940 -646 -1%
EMPI
288
Elo Mutual Pension Insurance
Finland
$3.96M 42,767 +7,076 +20%
AF
289
Avanza Fonder
Sweden
$3.96M 42,729 +42,729 New
AP
290
Arlington Partners
Alabama
$3.88M 41,882 +3,306 +9%
AAM
291
Aureus Asset Management
Massachusetts
$3.88M 41,866 -1,435 -3%
First Manhattan
292
First Manhattan
New York
$3.87M 41,786 -3,720 -8%
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$3.86M 41,732 +4,089 +11%
AA
294
ALPS Advisors
Colorado
$3.8M 41,071 -136 -0.3%
ACM
295
Aquatic Capital Management
Illinois
$3.75M 40,485 +40,485 New
FT
296
Fiduciary Trust
Massachusetts
$3.73M 40,267 +719 +2%
VPIM
297
Vanguard Personalized Indexing Management
California
$3.69M 39,840 +3,180 +9%
Wealthfront Advisers
298
Wealthfront Advisers
California
$3.67M 39,622 +107 +0.3%
AUB
299
Atlantic Union Bankshares
Virginia
$3.65M 39,370 +682 +2%
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$3.63M 39,179 -2,011 -5%
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